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Matthew Shawn Elkins

Gradient Advisors, LLC

Beaver, WV

Arden Hills, MN

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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2018-10-26
  • WV RA
    APPROVED
    Since 2018-10-26

Branch Locations

968 Ritter Dr Po Box 1933, Beaver, WV 25813 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Financial Group Beaver WV 09/2006 Present
Independence Capital Company Inc Beaver WV 06/2011 12/2017
Gradient Advisors, Llc Arden Hills MN 10/2018 Present
Elkins Financial Services, Inc. Beaver WV 08/2017 Present
Matthew S. Elkins Beaver WV 03/2004 Present
  • 09/2006 → Present
    Massmutual Financial Group
    Beaver, WV
  • 06/2011 → 12/2017
    Independence Capital Company Inc
    Beaver, WV
  • 10/2018 → Present
    Arden Hills, MN
  • 08/2017 → Present
    Elkins Financial Services, Inc.
    Beaver, WV
  • 03/2004 → Present
    Matthew S. Elkins
    Beaver, WV
Other Businesses

1) Elkins Financial Services, Inc. | Investment Related | 968 Ritter Dr/PO BOX 1933, Beaver, WV 25813 | Financial and Retirement Planning | President | Investment Advisor Representative | Start date 8/2017 | 100hr/mo | 100hrs/mo during trading | Advisory and Insurance Services 2) NAME:MATTHEW ELKINS, VARIOUS HEALTH, LIFE & FIXED ANNUITY BROKER CONTRACTS, INV REL:Y, ADDR:VARIES, NATURE:INSURANCE SALES, LIFE, HEALTH, FIXED ANNUITIES, POSITION:BROKER, START:3/15/2004, NO HR/MO:20 NO HR/MO DUR TRADING:15, DUTIES:PRIMARILY MAINTENANCE OF EXISTING HEALTH/GROUP HEALTH ACCTS, FIXED LIFE ANNUITY POLICIES. 3) Kiwanis Club of Beckley, Inc | Not Investment Related | PO Box 753 Beckley WV 25802| Civic Organization | Treasurer | 10/2016 | 5hrs/mo | 4hrs/mo during trading | Collect member dues, donations, pay invoices, file tax 501c3 tax return

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-12
S63 Uniform Securities Agent State Law Examination 2003-02-28
  • S65 Uniform Investment Adviser Law Examination
    2018-09-12
  • S63 Uniform Securities Agent State Law Examination
    2003-02-28
Other Names
  • Matt Shawn Elkins

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